LU2800639671

Nordea 1 – Global Sustainable Stars Equity Fund(LU2800639671)

Equities
Global
SGD Cash
Accumulating

Invest with

SGD Cash

Payout type

Accumulating

Risk rating

About this fund

Description

The Fund aims to provide shareholders with investment growth in the long term. The fund mainly invests in equities of companies from anywhere in the world. Specifically, the fund invests at least 75% of total assets in equities and equity-related sec...

Key information

Annual report

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Product Highlight Sheet

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Prospectus

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Information Memorandum

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Factsheet

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Our perspective

Why we think this fund is best-in-class

Product

Provide clients with exposure to global equities through an ESG focused bottom-up driven approach. STARs concept ensures an advanced integration of ESG research and fundamental research with 3 ESG focused factors (Environmental, Social Responsibility, Governance) and 3 valuation focused factors (Strategic Assessment, Expectation Gap and Valuation)

People

Nordea Asset Management is one of the industry’s leading responsible asset managers with all their funds subject to a general policy of responsible investment. Managed by 2 experienced Portfolio Managers with a total of 44 years of experience. They are supported by a team of 5 dedicated investment analysts and 1 ESG analyst.

Performance

Fund has performed in line with benchmark since inception with solid upside and downside capture.

Process

Bottom-up driven process with a 2 tiered approach of having a base of Most and Tailwind stocks and a high conviction bucket of stocks with higher appreciation potential defined as expectation gaps.Believes that companies that meet higher ESG standards will be more successful over the long term and has advanced ESG integration across the processResulting portfolio is one with 60-80 holdings with limited style biases and a a considerably higher ESG profile than the benchmark

Cost

Endowus offers retail share class with 100% trailer fee rebated back to Endowus investors to achieve lower cost of access

How it fits in a portfolio

Investors looking for exposure to high quality, sustainable international companies can consider a core allocation to the fund. However, investors should note that the Fund is relatively concentrated (with 60-80 names on average). While country deviation is minimised for the Fund relative to the benchmark, there could be slight sector bias driven by bottom up stock selection.Updated as of 2024/05/31

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Performance

Returns

NAV

Shows the total return of this accumulating fund, which includes dividends reinvested.

Total returns

Cumulative

Annualised

All Time

10.54%

YTD

-6.63%

1 month

-10.06%

6 month

-4.69%

1 year

8.71%

As of Mar 2026

Distributions

This is an accumulating fund, so dividends are re-invested at the fund level.

Risk metrics

Max drawdown

-10.06%As of Mar 2026

Volatility

11.32%As of Mar 2026

Calendar returns

Year	Total	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec
2026	-	3.3%	0.5%	-10.1%	-	-	-	-	-	-	-	-	-
2025	12.1%	3.0%	-2.4%	-4.3%	-0.2%	6.9%	3.2%	1.7%	-0.0%	1.9%	1.4%	-0.5%	1.2%
2024	-	-	-	-	0.0%	1.8%	2.6%	0.5%	2.4%	0.6%	-3.0%	2.7%	-1.9%

Top Exposures

Holdings

Regions

Sectors

NVIDIA Corp	5.86%
Amazon.com Inc	3.97%
Microsoft Corp	3.93%
Apple Inc	3.70%
Alphabet Inc Class A	2.83%
Taiwan Semiconductor Manufacturing Co Ltd	2.81%
Broadcom Inc	2.44%
Meta Platforms Inc Class A	2.38%
AIA Group Ltd	2.36%
Tencent Holdings Ltd	2.34%

Top exposures represent up to 15 of the fund's largest exposures for each category. Allocation percentages may not sum up to 100% and can include negative values due to rounding or trading activities by the underlying fund managers, including short positions.

Fund fees

1.80%1.05% p.a.

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Fund facts

ISIN

LU2800639671

Fund house

Nordea AM

Fund size

S$2.8B

As of 17 Apr 2026

Fund inception date

22 Apr 2024

Fund class currency

SGD

Fund share class

HB SGD

Oldest share class ISIN

LU0985319804

Oldest share inception date

17 May 2016

Pricing frequency

Daily

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